Anthony Makransky is a financial advisor at LPL Financial with 35 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, Inc. for 15 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Ian Hass is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and 21 years of industry experience. His prior roles include positions at Thornburg Securities Corp. and Blackrock Investments, Inc. He is a partner in IHSM Properties LLC, a partnership noted in regulatory filings. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

Adam Zaske is a financial advisor with Equitable Advisors in Houston, TX, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is a member of an acoustic band and serves on the board of the Aldine Education Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through a hybrid model that includes third-party asset managers and advisory programs. The firm combines advisory and brokerage channels to implement client recommendations and supports both discretionary and non-discretionary asset management.

Giovanni Moncada is a financial advisor at Morgan Stanley in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Equitable Advisors, LLC, and his own firm, Giovanni Moncada. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and market simulations.

Manal Faour is a financial advisor with J.P. Morgan Securities in Webster, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, she worked at Bank of America/Merrill Lynch for four years and held various roles at other financial institutions and companies. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured Institutional Consulting Services program that emphasizes quantitative asset-allocation modeling and centralized due diligence.

Anna Echols is a Series 66-licensed financial advisor with Morgan Stanley in Houston, TX. She has 8 years of industry experience and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market modeling techniques.

Stephanie Hartman is a financial advisor with Ameriprise in Houston, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She previously worked at Merrill from 1996 to 2018 and has been with Ameriprise since 2018. Outside of her advisory role, she is the sole member and manager of Hart Creations LLC, a small retail business, and serves as secretary for the Clear Lake High School Baseball Booster Club. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, delivering tailored, research-based recommendations through a centralized consulting team in partnership with financial advisors. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Matthew Shaw is a financial advisor with Ameriprise in Katy, TX, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise and its affiliate since 2017, following six years at The Mitchell Group. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kimberly Sanders is a financial advisor with Merrill in Houston, TX, holding Series 63 and Series 65 licenses and with 13 years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JP Morgan Chase Bank. She has been with Merrill since 2020. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kipp Horrocks is a financial advisor with Equitable Advisors in Humble, TX, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors. Outside of his advisory role, he is a board member and 50% owner of HY-VIEW Pizza, Inc., a business he has been involved with since 1990, and volunteers with Meals on Wheels Inter Faith Ministries in Houston. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to deliver tailored investment solutions.

Rusty Hanna is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, NA since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Hesse is a financial advisor with Osaic Wealth, Inc. based in Houston, TX. He holds the CFP® and ChFC® designations and has 47 years of industry experience, having previously worked at FSC Securities Corporation and Texas Wealth Management. Outside of his advisory work, he owns a vacation rental condo in Maui. Osaic Wealth, Inc. serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions. The firm utilizes multiple advisory platforms and employs asset-allocation tools and automated rebalancing to create customized portfolios that span various asset classes.

Craig Buchholz is a Series 66-credentialed financial professional at Cetera with seven years of industry experience. His work history includes roles at Bank of America, Merrill, J.P. Morgan Securities, and Northwestern Mutual. Outside of his primary advisory role, Buchholz holds leadership positions in several related businesses, including serving as Vice President and Consultant at Burrows Business Services LLC, where he focuses on business plan development and financial statement preparation, and as Director of Business Development for Burrows Financial Holding, LLC and BFH Insurance LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options, financial planning, and ERISA retirement services through a multi-manager platform with access to affiliated and unaffiliated money managers across various program structures.

Natalie Hoyt is a financial advisor with Equitable Advisors in Houston, TX, holding Series 63 and Series 65 licenses. She has one year of industry experience, having started her advisory role in 2026. Her prior work includes positions in education and retail. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a range of program sponsors and endorsed platforms.

Ilan Cuellar is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at LPL Financial since 2010. Based in Houston, TX, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a Texas notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

William Bertron is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, where he has been working since 1988. He is the senior partner at Bertron, Greaser & Associates, a wealth management team within Merrill Lynch. As a second-generation financial advisor, he has built a career following in his father's footsteps, focusing on delivering client-centered wealth management services. William's areas of expertise include college education planning, corporate retirement plan services, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and portfolio management services. He has amassed 38 years of experience in the financial advisory field. A native Houstonian, William received his education from River Oaks Elementary, Northwest Academy, Lamar High School, and attended Texas A&M University. He holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional responsibilities, William and his wife DeDe have been active in community organizations and attend The Story Church in Houston. His personal interests include boating, fishing, hunting, golf, and spending time with his family at their home in Galveston Bay.

Kimberley Gammon is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and two years of industry experience. She has been with Morgan Stanley since 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and serves clients through both direct and employer-sponsored plans.

Michael Macrory is a financial advisor with Raymond James Financial in Houston, TX, holding a Series 63 credential and 27 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory role, Macrory is the owner of Centre Wealth Management, where he also serves as a financial advisor and branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Scotti Sulak is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with MML Investors Services Inc. and MassMutual since 2007. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements that utilize firm-approved analytical tools.

Mary Boul is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory role, she is involved in real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.